Sanchya Gupta

416-***-**** · Toronto, ON M*B*M* · adlq3e@r.postjobfree.com · www.linkedin.com/in/sanchyagupta

PROFESSIONAL SUMMARY

*5+ years experience in Finance Industry * 7+ years experience working with MNC * Organized * Reliable * Energetic * Solution-focused * Process Improvement * Competency Improvement * Cost Reduction

* Multi-tasker * Funding * Loans * Project Management * Customer Service * Financial Services * RiskAnalysis *Indexing * Mutual Funds *Wealth Management * Audit IDs * Signature Verification

Computer Skills: MS Office Suite (Word, Excel, PowerPoint, Outlook, Access,Teams, Exchange, Skype, Edge,OneDrive, OneNote, Visio); Innovatec, POS System, T-REX, Entrust SAS, SAP

WORK EXPERIENCE

Mackenzie Financial - Toronto, ON December 2020 - Present

Senior Administrator

·Analyzing documentation for the input and processing of variety of registered and non- registered investment products, ensuring request are completed in accordance to Mackenzie’s policies and procedures and compliance guidelines.

·Creating effortless experiences for our clients. Providing support to internal departments and external clients for all client requests received.

·Performing account management and servicing activities for client accounts in both English and French.

Option B Solutions - Vaughan, ON October 2018 - November 2019

Funding Specialist

·Increased turnaround in loan processing by 20% thus recognized as one of the top funders in my department.

·Create daily reconciliations and report related to funding activity.

·Assist with standardizing job aids utilized by the Loan Administration department for training and auditing purposes.

·Generated funding request to lenders and distribution of funding/closing proceeds on all new originations and correspondent loans.

Axis Auto Finance - Mississauga, ON February 2017 - October 2018

Funding Administrator & Income Administrator

·Reviewed.processed loan documentation and maintained relationships with dealers and customers.

·Coordinated with multiple departments to gather loan data and assisted with the deal reconciliation related to funding activity.

·Created more efficient processes for the loan transfer team, which resulted in a 30% average volume increased of loans released by the team within first two months of implementation.

Taxi and Limo Group - Etobicoke, ON June 2015 - December 2016

Office Manager

·Organized office transition from paper to online invoicing. Developed paperless environment, by implementing online system to manage data and integrate processes, resulting in improved efficiencies of 43% and hence led to increase in revenue by 34.71%

·Organized meetings, managed inventory, trained and supervised staff and implemented office processes and procedures that expedited work and significantly saved costs.

·Created and maintained office forms and procedures to assist with administrative task.

Receptionist

·Took orders, determined charges and oversaw billing and payments.

·Greeted and welcomed clients with a warm, friendly and positive attitude.

·Coordinated the repair and maintenance of office supplies and equipment.

EDUCATION

Post-Graduation Diploma – Business Management - Cambrian College, Sudbury

Graduation - August 2015

Bachelor of Technology – Electronics & Communications - Punjab technical University, India

Graduation - May 2013

AWARDS AND HONOURS

Option B Solutions September 2019

·Created GPS Inventory System for the company in 2019, sting company $25,000 quarterly.

Taxi and Limo Group May 2016

·Came up with idea to make company paperless; Cost reduction of 35.71%

LANGUAGE COMPETENCIES

·English, Hindi, Punjabi: Native language

References

Available upon request.

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